Everything your team needs to resolve conversations faster.
One screen. Every client profile loaded. Every conversation history visible. Every channel connected. Your team stops hunting for context — and starts resolving.
One platform, every part of your customer service operation
Conversations Overview
See all open conversations, queues, and priorities at a glance.
Contextual View
Client profile, contact history, and account details loaded instantly.
Conversation Timeline
Full history across every channel in one view.
Knowledge Management
Articles and policies surface automatically as agents type.
Dynamic Knowledge
AI prompts agents with answers before they search.
Contact Management
Client profiles that update across every conversation.
AI Agent
Real-time agent guidance through difficult conversations powered by AI.
Workload & Availability
Balance capacity and manage who is active on which channels.
HOW IT WORKS
Three shifts that change everything
Your team already knows who is calling. Before they pick up.
Voice call on Monday. WhatsApp on Wednesday. SMS on Friday. When they call back, your agent opens one screen and sees all of it. The client picks up where they left off. So does your team.
Unified contact profile loads the moment a conversation opens
Full cross-channel conversation timeline — voice, WhatsApp, SMS in one view
Internal notes visible to the team — invisible to the client
The AI Agent works alongside your team. Not instead of them.
As your agent types, the Simplexi AI Agent surfaces the right Knowledge Base article — before they finish the question. It suggests a reply. It summarises a long thread. The agent stays focused on the client.
Knowledge Base articles surface automatically as agents type — no searching
AI summaries of long threads so agents catch up instantly
A qualified lead should meet most of these criteria:
New agents hitting their stride in days — not months.
New agents work from the same screen as your most experienced ones. The AI Agent surfaces answers before they need to ask a colleague. And when a call gets difficult, supervisors can coach in real time.
AI Co-Pilot guides new agents through difficult conversations in real time
Whisper Mode — supervisors coach live without the client hearing
Knowledge Base and suggested replies reduce reliance on senior agents
Define how this agent hands off mid-conversation — to specialist agents or to a human. Each handoff becomes a tool the LLM can call.